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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,130 | $77,896-36.9% | $134,172-63.4% | $82,448-40.4% |
| Participation rate | 51.9% | 62.8%-10.9pp | 72.5%-20.6pp | 68.1%-16.2pp |
| Annual return | 22.81% | 18.21%+4.6pp | 25.30%-2.5pp | 41.64%-18.8pp |
| Employer contribution / active EE | $3,021 | $2,159+39.9% | $3,420-11.7% | $2,551+18.4% |
| Participant deferral / active EE | $3,704 | $3,162+17.1% | $4,690-21.0% | $4,139-10.5% |
| Admin fee / account holder | $449 | $6,336-92.9% | $12,016-96.3% | $7,234-93.8% |